Joseph WirbickCRD Number: 3121471
Current Firm: J. W. Cole Advisors, Inc.
Joseph Wirbick (CRD# 3121471) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Lancaster, PA and has over 16 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|J.w. Cole Financial, Inc.||Tampa, FL||Jan 2012 - Current||5|
|Jonathan Roberts Advisory Group, Inc.||Tampa, FL||Jan 2012 - Current||5|
|Boyd Senior Planning, Ltd||Lancaster, PA||May 2003 - Current||14|
|First Liberties Financial||New York, NY||Jul 2010 - Jan 2012||1|
|Workman Securities Corporation||Eden Prairie, MN||Nov 2007 - Jun 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Mar 2001|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV